Reliant Investment Partners, LLC

Reliant Investment Partners, LLC is a SEC registered investment adviser based in North Carolina, established in 2018 by principal owner Robert J. Wagler. The firm manages $234,779,834 on a discretionary basis as of December 31, 2024. Services offered include investment management tailored to individual client needs and financial planning covering areas such as business planning, cash flow management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. For investment management services, Reliant charges an annual advisory fee of up to 2.00% based on assets under management, payable quarterly. Financial planning services are offered on a fixed fee basis ranging from $750.00 to $10,000.00, or an hourly fee up to $350.00. The firm does not participate in wrap fee programs or offer performance-based fees. Reliant acts as a fiduciary, placing clients' interests first, and does not receive compensation from outside sources. Clients have the option to choose their custodian and may impose restrictions on investments. Reliant uses fundamental, technical, cyclical, and charting analysis for investment decisions, offering both passive and active investment management. The firm discloses material risks associated with its investment strategies and maintains a Code of Ethics emphasizing integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Clients receive regular account reviews and reports, and the firm does not vote client proxies. Reliant prioritizes client privacy and security, maintaining physical, procedural, and electronic safeguards for personal information. Clients are informed annually about the firm's privacy policy and any revisions to it.